Colin Quinn is a CFP® with 11 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at BlackRock Investments, LLC for six years before joining Rockefeller. Quinn holds the Series 63 designation and is based in New York, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternatives and investment banking capabilities.

Michael Corelli is a Series 65-licensed financial advisor with six years of industry experience. He currently works at RBC Rochdale, LLC and previously held roles at Lisanti Capital Growth LLC, 5C Capital Management, LLC, and Black Marlin Capital, LLC. Outside of his advisory work, he owns and manages two short-term residential rental properties in the Cooperstown, New York area. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and public entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to create tailored portfolios across equities, fixed income, real assets, and alternative investments.

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

Kevylin Silva Do Vale is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Citibank NA since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles, supporting large-scale and complex client relationships.

Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ainslee Yu is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and seven years of industry experience. She has been with Citigroup since 2018, following three years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Adrian Huerta is a CFP®-certified financial advisor at Mariner Wealth Advisors with nine years of industry experience. He previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, Merrill, and held a position at William Paterson University. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Hayden Shin is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. He has been with Rockefeller Financial since 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its consolidated investment platform.

Henry Cox is a CFP® professional with one year of industry experience. He is currently with Mariner and previously held roles at Mercer Global Advisors Inc. and Essex Mortgage. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and administrative capabilities uncommon for a firm of its size.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Paul Russotto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2013. Outside of his advisory work, he serves as President of Matawan LeTip, a networking organization. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and platforms.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a model-based investment process and collaborates with affiliated and third-party providers for advisory and fund management services.

Deborah Menjivar is a Series 66-licensed financial advisor with 23 years of industry experience, currently with Citigroup Global Markets since 2021. She previously worked at JPMorgan Securities LLC from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles including in-house research and acting as a security-based swap dealer and futures commission merchant.

Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

Ruirui Zhu is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Zhu has worked at Citibank in both Canada and the United States since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and leverages its scale and market roles to provide bespoke solutions and custody services.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.